Account Type***** ********Account Owner******* ****Account Opps/Deals**** *******Closed Won • Jan 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Carson WealthWealth AdvisorNov 19 - PresentNorthwestern MutualFinancial Advisor | Growth + Development DirectorSep 07- Oct 19
Tamir ShakedTax Executive DirectorView Profile, Tamir ShakedBrian MathewsFinance ManagerView Profile, Brian MathewsAsher Paules BronetSenior Pricing AnalystView Profile, Asher Paules Bronet